Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Derek Tangeman is a financial advisor with Raymond James Financial Services Advisors, Inc. George has been in the financial industry since 1999, and is licensed in 52 states and the District of Columbia. George is also registered with the Securities and Exchange Commission as an Investment Advisor Representative. George has a wide range of experience in financial planning, portfolio management, and retirement planning. He is also a Certified Financial Planner. George is committed to providing his clients with personalized financial advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
07/07/2021 - Present
Raymond James Financial Services Advisors, Inc. (Winter Park FL)
FL
03/17/2014 - 07/10/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (WINTER PARK FL)
FL
06/01/2009 - 04/01/2014
MORGAN STANLEY (WINTER PARK FL)
FL
04/28/1998 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WINTER PARK FL)
MD
09/01/1997 - 05/04/1998
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
NA
10/31/1995 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
BC
Issued 06/02/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/26/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/08/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/22/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 11/19/2021
Series 3 - National Commodity Futures Examination
BC
Issued 05/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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